BEGIN:VCALENDAR VERSION:2.0 PRODID:-//wp-events-plugin.com//7.2.3.1//EN BEGIN:VEVENT UID:2@whatisfinology.org DTSTART;TZID=America/Los_Angeles:20230316T090000 DTEND;TZID=America/Los_Angeles:20230316T110000 DTSTAMP:20230303T235214Z URL:https://whatisfinology.org/events/value-in-our-lives-the-wheel-of-mone y-a-new-way-to-view-cash-flow/ SUMMARY:Value in our Lives\, the Wheel of Money™\, & a New Way to View Ca sh Flow DESCRIPTION:\n\n\n\n\nPresentation:\nValue in our Lives\, the Wheel of Mone y™\, &\; a New Way to View Cash Flow\nWho:\nwith Natalie WagnerWillis CFRC\nWhen:\nMarch 16 from 9-11am PT // 10-12pm MT // 12-2pm ET\nWhere:\n Finology Virtual Platform (Zoom)\n\n\nBuy Tickets\n\n\n\n\n\n\n\n\n\n\n*If you haven’t already\, please consider the bold step of joining What is Finology? as a member! Starting at just $7/mo\, it’s the best way to s upport the work we do and to show your colleagues\, prospects\, and client s that working with you means prioritizing the Humanity in Money.\nPricing tiers are available to meet your personal money needs.\n\n\n\n\n\n\n\n\n\ n\n\n\n\n\n\n1.5 CFP® CE Hours\nNatalie WagnerWillis CFRC\nValue in our L ives\, the Wheel of Money™\, &\; a New Way to View Cash Flow\nSummary :\nWhat is money but a form of value in our lives? What are numbers but sy mbols of value? Let’s take a look at personal cash flow through the lens of the value itself\, and explore creating financial balance\, alignment\ , and health within a larger value cycle. In this view\, money and the num bers play a central but secondary role. Working them in this light support s greater overall financial health through a holistic view of value in our lives.\nLearning Objectives:\n\n Awareness of the 10 components of the W heel of Money\, or rather\, the phases of Value coming and going around in Natalie’s model\, the Money Value CycleTM.\n The ability to view Value beyond the numbers within your personal and your clients’ cash flow.\n Awareness of the differing Value money can have in people’s lives\, reg ardless of the numbers.\n How to help your clients view their money throu gh the lens of Value in their lives and create financial balance and healt h on this grander level.\n\nAbout Natalie\nWhen creating VitalFinancials ™\, I drew on a life-long experience with money that has been unconventi onal to say the least. Raised by well-known and respected financial planne r\, Richard Wagner\, JD\, CFP®\, I grew up immersed in my father’s deep passion for money and its role in our modern world. Impressed upon me are money’s potential for great good and the magnitude of our responsibilit y to use it so. To this background\, I’ve brought my own strong intuitio n\, talent for identifying patterns and deep passion for people.\n\nRead M ore\n\n\n\n\nJoin Us!\n1.5 CFP® CE Hours\n\nNatalie WagnerWillis | Valu e in our Lives\, the Wheel of Money™\, &\; a New Way to View Cash Flo w\nMarch 16\, 2022 from 9:00-11am PT // 10:00 – 12:00pm MT // 12:00-2pm ET\nSchedule\n\n 15 mins — Opening Circle and Money Meditation\n 80 mi ns — Presentation\n 10 mins — 1:1 Conversations to explore the topic\ n 15 mins — Integration and Harvest\n\nNote: There will be an optiona l happy hour from 12-12:30p MT to connect with fellow Finologists!\n\n\ nBuy Tickets\n\nWhat to Expect\nAbout our How to Be a Finologist | Skil ls for the Humanity in Money© virtual education forums:\nOur Finology Fo rum will be a curated\, intimate experience designed to connect you with d eep thinking\, deep hearted\, like-minded peers and meaningful professiona l &\; personal development capable of brining priceless value to your P rospects and Clients.\n\nWe’ll welcome you to the space with one of Nata lie’s signature Money Breath Meditations and use storytelling\, conversa tion\, and experience to bring our Finology Educator’s content to life. Our forum will finish with both a 1:1 and group harvest to pull the experi ence together and ensure you have a tangible action step(s) to take back t o your practice.\n\n\n\nAbout Finology\n“Economies are not machines and money contains the stuff of our souls…we must learn to talk about money with new language\,” ~Richard (Dick) Wagner\, JD\, CFP®\, Father of Fin ology\, Financial Planning 3.0\, p. 234.\nFinology answers this call!\n\n Finology is:\n\n The study of our Human Connections with Money\, Value an d Reciprocity\n The umbrella term for all the various aspects of our pers onal relationships with money and exchange) is the legacy of the wisdom an d insights of R. (Dick) Wagner. It is the foundation of new language revol utionizing how we understand and relate with money.\n\n$100 means somethin g different to every person\, and in fact different to same person in diff erent context (think birthday money to paycheck money). There are infinite variations of money’s meaning\, and all of them are connected to our pe rsonal connections to the values and exchanges at play.\n\nFinology is a s pace where we orbit our money conversations around our Human Connections w ith the dynamics at play. This is the space where we create money’s mean ing on a personal level and it’s from here that we make money decisions. \n\nTo do well with money\, we need to do well in this space.\n\nMoney tou ches everything. Doing well with it is fundamental to doing well.\nAbout t he What is Finology? Project\nOur work is to make the world a better place by helping people live well with money.\n\nOur process is to Explore | E ducate | Evolve.\n\n Explore our personal relationships and human connec tions to money as a Project and through the contributions of our Member Fi nologists and our Finology Fellows.\n Educate Financial Professionals th rough our Finology Forums and other events\, bringing Finology to clients &\; society and expanding Finology as a field.\n Evolve personal and social understandings and relationships with money through deeper understa ndings of money and the human experience. We're making the world a better place through the positive evolution of what money can bring to all it tou ches (everything).\n\nHow Financial Planners benefit by being part of the Finology conversation\nWhy do people hire a Financial Planner?\n“[A fina ncial planner’s] worth is in our wisdom and insights\, including our own intimate understandings of money and its powers\,” (Richard Wagner\, JD \, CFP®\, &\; founding father of Finology\, Financial Planning 3.0\, p . 30).\nThis educational platform of The What is Finology? project is all about Money and your Human Skills. When we strip money down to simply the numbers\, we strip the humanity out of it! But that’s not what it’s like for our clients\, or in real life. In reality\, $100 means something different to you than it does to each of your clients than it does to me than it does to anyone else!\n\nIf someone is simply looking for the numbe rs\, fine\, there are lots of services for that. But if someone is coming to you\, they’re looking for more. They’re looking for an understandin g of value and meaning that goes beyond the numbers. They’re looking to be seen as a person first and for their money to be viewed in this light. Your abilities to serve clients in these ways are all about your Skills f or the Humanity in Money©!\n\n\nBuy Tickets\n\nNotes\n\n The What is Fin ology? project and this education platform are inspired in part by the Naz rudin Project — its idiosyncratic nature\, loving and sophisticated comm unity\, plus its agile and profound structure. The work we do and the expe riences we have through Nazrudin reach the depths of participants\, changi ng our way of Being — with money\, clients\, and life.\n Our intentions are that What is Finology? Project and our How to Be a Finologist educa tion forums extend and echo the Nazrudin spirit\, journey\, depth of perso nal connection.\n All sessions will be recorded and available for later l istening. Conversations in the Lounge will not be recorded.\n\n\n\n ATTACH;FMTTYPE=image/jpeg:https://whatisfinology.org/wp-content/uploads/20 23/01/Educatorgraphics_IG-WagnerWillis.png LOCATION:https://finology.thrivecart.com/natalie-wagner-williss-finology-fo rum/ END:VEVENT BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT DTSTART:20230312T030000 TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT END:DAYLIGHT END:VTIMEZONE END:VCALENDAR